?>
Logo

INTEGRITY FIRST FINANCIAL, INC. CASH BALANCE PENSION PLAN AND TRUST 401k Plan overview

Plan NameINTEGRITY FIRST FINANCIAL, INC. CASH BALANCE PENSION PLAN AND TRUST
Plan identification number 001

INTEGRITY FIRST FINANCIAL, INC. CASH BALANCE PENSION PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

INTEGRITY FIRST FINANCIAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:INTEGRITY FIRST FINANCIAL, INC.
Employer identification number (EIN):263479732
NAIC Classification:523140
NAIC Description:Commodity Contracts Brokerage

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTEGRITY FIRST FINANCIAL, INC. CASH BALANCE PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01VICTOR KARNS2023-10-10
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01VICTOR KARNS
0012016-01-01VICTOR KARNS VICTOR KARNS2017-10-15
0012015-01-01VICTOR KARNS VICTOR KARNS2016-10-17

Plan Statistics for INTEGRITY FIRST FINANCIAL, INC. CASH BALANCE PENSION PLAN AND TRUST

401k plan membership statisitcs for INTEGRITY FIRST FINANCIAL, INC. CASH BALANCE PENSION PLAN AND TRUST

Measure Date Value
2022: INTEGRITY FIRST FINANCIAL, INC. CASH BALANCE PENSION PLAN AND TRUST 2022 401k membership
Market value of plan assets2022-12-312,269,229
Acturial value of plan assets2022-12-312,269,229
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-312
Fundng target for terminated vested participants2022-12-31165,453
Active participant vested funding target2022-12-311,650,748
Number of active participants2022-12-312
Total funding liabilities for active participants2022-12-311,650,748
Total participant count2022-12-314
Total funding target for all participants2022-12-311,816,201
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3112,768
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: INTEGRITY FIRST FINANCIAL, INC. CASH BALANCE PENSION PLAN AND TRUST 2021 401k membership
Market value of plan assets2021-12-312,125,422
Acturial value of plan assets2021-12-312,125,422
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-311
Fundng target for terminated vested participants2021-12-31145,177
Active participant vested funding target2021-12-311,384,199
Number of active participants2021-12-313
Total funding liabilities for active participants2021-12-311,384,199
Total participant count2021-12-314
Total funding target for all participants2021-12-311,529,376
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31202,792
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-016
Total number of active participants reported on line 7a of the Form 55002021-01-013
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-014
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: INTEGRITY FIRST FINANCIAL, INC. CASH BALANCE PENSION PLAN AND TRUST 2020 401k membership
Market value of plan assets2020-12-311,854,949
Acturial value of plan assets2020-12-311,854,949
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-311
Fundng target for terminated vested participants2020-12-31135,073
Active participant vested funding target2020-12-311,098,489
Number of active participants2020-12-313
Total funding liabilities for active participants2020-12-311,098,489
Total participant count2020-12-314
Total funding target for all participants2020-12-311,233,562
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-3193,111
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3193,111
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31193,638
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-018
Total number of active participants reported on line 7a of the Form 55002020-01-013
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: INTEGRITY FIRST FINANCIAL, INC. CASH BALANCE PENSION PLAN AND TRUST 2019 401k membership
Market value of plan assets2019-12-311,652,003
Acturial value of plan assets2019-12-311,652,003
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-31912,501
Number of active participants2019-12-316
Total funding liabilities for active participants2019-12-31912,501
Total participant count2019-12-316
Total funding target for all participants2019-12-31912,501
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31232,404
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31232,404
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-3192,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3193,111
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31299,590
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-3193,111
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-016
Total number of active participants reported on line 7a of the Form 55002019-01-016
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: INTEGRITY FIRST FINANCIAL, INC. CASH BALANCE PENSION PLAN AND TRUST 2018 401k membership
Market value of plan assets2018-12-311,192,398
Acturial value of plan assets2018-12-311,192,398
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-31798,071
Number of active participants2018-12-314
Total funding liabilities for active participants2018-12-31798,071
Total participant count2018-12-314
Total funding target for all participants2018-12-31798,071
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3176,260
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3176,260
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31238,460
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31232,404
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3172,724
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31232,404
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-016
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: INTEGRITY FIRST FINANCIAL, INC. CASH BALANCE PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets2017-12-311,048,047
Acturial value of plan assets2017-12-311,048,047
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-31540,413
Number of active participants2017-12-314
Total funding liabilities for active participants2017-12-31540,413
Total participant count2017-12-314
Total funding target for all participants2017-12-31540,413
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3177,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3176,260
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31163,481
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3176,260
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-016
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: INTEGRITY FIRST FINANCIAL, INC. CASH BALANCE PENSION PLAN AND TRUST 2016 401k membership
Market value of plan assets2016-12-31835,956
Acturial value of plan assets2016-12-31835,956
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-31369,278
Number of active participants2016-12-312
Total funding liabilities for active participants2016-12-31369,278
Total participant count2016-12-312
Total funding target for all participants2016-12-31369,278
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31143,857
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31143,857
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31157,102
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: INTEGRITY FIRST FINANCIAL, INC. CASH BALANCE PENSION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on INTEGRITY FIRST FINANCIAL, INC. CASH BALANCE PENSION PLAN AND TRUST

Measure Date Value
2021 : INTEGRITY FIRST FINANCIAL, INC. CASH BALANCE PENSION PLAN AND TRUST 2021 401k financial data
Total income from all sources2021-12-31$270,768
Expenses. Total of all expenses incurred2021-12-31$295
Total plan assets at end of year2021-12-31$2,125,422
Total plan assets at beginning of year2021-12-31$1,854,949
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of loans (other than to participants)2021-12-31$1,867,634
Other income received2021-12-31$270,768
Net income (gross income less expenses)2021-12-31$270,473
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,125,422
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,854,949
Assets. Value of assets in partnership/joint-venture interests2021-12-31$208,462
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$295
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : INTEGRITY FIRST FINANCIAL, INC. CASH BALANCE PENSION PLAN AND TRUST 2020 401k financial data
Total income from all sources2020-12-31$149,894
Expenses. Total of all expenses incurred2020-12-31$40,059
Benefits paid (including direct rollovers)2020-12-31$37,355
Total plan assets at end of year2020-12-31$1,854,949
Total plan assets at beginning of year2020-12-31$1,745,114
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of loans (other than to participants)2020-12-31$1,020,514
Other income received2020-12-31$149,894
Net income (gross income less expenses)2020-12-31$109,835
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,854,949
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,745,114
Assets. Value of assets in partnership/joint-venture interests2020-12-31$745,962
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$2,704
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : INTEGRITY FIRST FINANCIAL, INC. CASH BALANCE PENSION PLAN AND TRUST 2019 401k financial data
Total income from all sources2019-12-31$314,122
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$1,745,114
Total plan assets at beginning of year2019-12-31$1,430,992
Value of fidelity bond covering the plan2019-12-31$500,000
Assets. Value of loans (other than to participants)2019-12-31$702,833
Other income received2019-12-31$222,122
Net income (gross income less expenses)2019-12-31$314,122
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,745,114
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,430,992
Assets. Value of assets in partnership/joint-venture interests2019-12-31$923,710
Assets. Value of real-estate (other than employer real property)2019-12-31$0
Total contributions received or receivable from employer(s)2019-12-31$92,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : INTEGRITY FIRST FINANCIAL, INC. CASH BALANCE PENSION PLAN AND TRUST 2018 401k financial data
Total income from all sources2018-12-31$305,919
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$1,430,992
Total plan assets at beginning of year2018-12-31$1,125,073
Value of fidelity bond covering the plan2018-12-31$500,000
Assets. Value of loans (other than to participants)2018-12-31$717,761
Other income received2018-12-31$67,459
Net income (gross income less expenses)2018-12-31$305,919
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,430,992
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,125,073
Assets. Value of assets in partnership/joint-venture interests2018-12-31$400,000
Assets. Value of real-estate (other than employer real property)2018-12-31$53,710
Total contributions received or receivable from employer(s)2018-12-31$238,460
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : INTEGRITY FIRST FINANCIAL, INC. CASH BALANCE PENSION PLAN AND TRUST 2017 401k financial data
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$289,117
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$1,125,073
Total plan assets at beginning of year2017-12-31$835,956
Value of fidelity bond covering the plan2017-12-31$500,000
Assets. Value of loans (other than to participants)2017-12-31$695,483
Other income received2017-12-31$212,117
Net income (gross income less expenses)2017-12-31$289,117
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,125,073
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$835,956
Assets. Value of assets in partnership/joint-venture interests2017-12-31$30,000
Assets. Value of real-estate (other than employer real property)2017-12-31$53,710
Total contributions received or receivable from employer(s)2017-12-31$77,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : INTEGRITY FIRST FINANCIAL, INC. CASH BALANCE PENSION PLAN AND TRUST 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$203,302
Expenses. Total of all expenses incurred2016-12-31$16,568
Benefits paid (including direct rollovers)2016-12-31$16,568
Total plan assets at end of year2016-12-31$835,956
Total plan assets at beginning of year2016-12-31$649,222
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$0
Assets. Value of loans (other than to participants)2016-12-31$45,179
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$0
Noncash contributions received2016-12-31$203,302
Net income (gross income less expenses)2016-12-31$186,734
Net plan assets at end of year (total assets less liabilities)2016-12-31$835,956
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$649,222
Assets. Value of assets in partnership/joint-venture interests2016-12-31$505,628
Assets. Value of real-estate (other than employer real property)2016-12-31$250,000
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : INTEGRITY FIRST FINANCIAL, INC. CASH BALANCE PENSION PLAN AND TRUST 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$117,133
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$649,222
Total plan assets at beginning of year2015-12-31$532,089
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$0
Assets. Value of loans (other than to participants)2015-12-31$255,718
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-26,933
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$117,133
Net plan assets at end of year (total assets less liabilities)2015-12-31$649,222
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$532,089
Assets. Value of assets in partnership/joint-venture interests2015-12-31$372,793
Total contributions received or receivable from employer(s)2015-12-31$144,066
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0

Form 5500 Responses for INTEGRITY FIRST FINANCIAL, INC. CASH BALANCE PENSION PLAN AND TRUST

2021: INTEGRITY FIRST FINANCIAL, INC. CASH BALANCE PENSION PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INTEGRITY FIRST FINANCIAL, INC. CASH BALANCE PENSION PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INTEGRITY FIRST FINANCIAL, INC. CASH BALANCE PENSION PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INTEGRITY FIRST FINANCIAL, INC. CASH BALANCE PENSION PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INTEGRITY FIRST FINANCIAL, INC. CASH BALANCE PENSION PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INTEGRITY FIRST FINANCIAL, INC. CASH BALANCE PENSION PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INTEGRITY FIRST FINANCIAL, INC. CASH BALANCE PENSION PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3